Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $600 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
90,400
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
89,736
shares
|
$4.51 Million
2.57% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
87,370
shares
|
$4.39 Million
0.38% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
76,139
shares
|
$3.83 Million
2.42% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
69,096
shares
|
$3.47 Million
0.55% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
60,914
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Added 56.11%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
57,001
shares
|
$2.87 Million
1.73% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
56,920
shares
|
$2.86 Million
1.01% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,663
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
51,919
shares
|
$2.61 Million
1.19% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,451
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
47,033
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,892
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
37,953
shares
|
$1.91 Million
0.14% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
36,846
shares
|
$1.85 Million
0.07% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,845
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,804
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 53.92%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
31,547
shares
|
$1.59 Million
0.3% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,435
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,697
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 53.66%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,397
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2024
Added 7.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26,467
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
26,240
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,318
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,222
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|